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Added 5 mins ago
FT
Service Technician
FAAC Technologies
Mississauga, ON
- Full-time
No Brainer REQUIREMENTS, You MUST Possess The Following
Added 5 mins ago
A
Yardi Support Analyst
Affinity
BC · British Columbia, Canada
- Contract
…Enterprise Solutions team, to meet the support needs of the various business units within our Yardi environment. This role is responsible for providing end user support for Yardi Voyager,…
Added 5 mins ago
PC
Client Services Manager
PACE Consulting Benefits & Pensions LTD.
Toronto, ON
- Full-time
Must have a valid driver’s licence and access to a car
Added 5 mins ago
RP
Service Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Journeyman Red Seal Mechanic certification is required
Added 5 mins ago
JI
Maintenance Manager
J.D. Irving, Limited
Dieppe, NB
- Full-time
Midland Transport is currently seeking a Maintenance Manager at our Moncton Garage. The Maintenance Manager - Atlantic is responsible for leading fleet maintenance operations across…
Added 5 mins ago
BT
Forklift Operator
Bison Transport Inc.
Winnipeg, MB
- Full-time
Working on different current customer accounts as need as required.
Added 6 mins ago
S
Associate, Institutional Sales & Client Support
Sunlife
Toronto, ON
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 6 mins ago
WC
Asset Protection Associate
Walmart Canada
Uxbridge, ON
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 6 mins ago
TE
Branch Administrator - Sudbury
TK Elevator
Sudbury, ON · Greater Sudbury, ON
- Full-time
Respond to customer inquiries and/or redirect to the appropriate department
Added 6 mins ago
EC
Counter/Inside Sales Person
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Regina, SK
- $40,000 to $50,000 CAD / year
- Full-time
…to our sales counters. You will provide the highest level of customer service by maintaining, stocking, and keeping a clean sales counter area. In addition, you will provide support to…
Added 6 mins ago
SQ
Associate, Institutional Sales & Client Support
Sunlife Québec
Montreal, QC
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 6 mins ago
S
Associate, Institutional Sales & Client Support
Sunlife
Vancouver, BC
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 6 mins ago
WC
Manager, Program Management (People Analytics)
Walmart Canada
Mississauga, ON
- Full-time
Must have experience and knowledge creating reports in SSRS (SQL Server Reporting Services) · Must have experience with SSIS (SQL Server Integration Services)
Added 6 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 6 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 6 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Quebec, QC
- Full-time
…reassuring way and escalate cash or technical issues to the Customer Service…
Added 6 mins ago
WC
Outside Sales Representative (Winnipeg, MB)
Wolseley Canada Inc.
Winnipeg, MB
- Full-time
Join the Winnipeg location as an Outside Sales Representative, where you’ll build strong customer relationships, grow sales within your territory, and identify new business opportunities.…
Added 6 mins ago
SF
Sales Representative
Sofina Foods Canada
Port Coquitlam, BC
- Full-time
Reporting to the Manager, Regional Field Sales Western Canada, the Sales Representative is responsible for driving profitable sales growth and execution excellence throughout the assigned…
Added 6 mins ago
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Industry Manager II
workog
Toronto, ON
- Full-time
As an Industry Manager in Toronto, you will define, launch and drive strategic outcomes and operationalize the vision for the sales team. We’re looking for a high-performing candidate with…
Added 6 mins ago
S
Associate, Institutional Sales & Client Support
Sunlife
Waterloo, ON
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 6 mins ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
Operate and oversee reconciliation technology to deliver Investment Manager positions and profit & loss reconciliations.
Added 6 mins ago
EH
Front Desk Associate - Empire Homes Design Centre
Empire Homes
Caledonia, ON
- Full-time
…Design department through a combination of administrative, customer service, and coordination responsibilities. You will serve as a central point of contact for purchasers, vendors, and…
Added 6 mins ago
CC
Distribution Supervisor
Coca-Cola Canada Bottling Limited
Winnipeg, MB
- Full-time
Shift/Hours – Tuesday to Saturday, Day Shift (Flexibility Required)
Added 6 mins ago
AE
Field Sales Manager
Arrow Electronics
Mississauga, ON · CA-ON-Mississauga (Superior Blvd)
- Full-time
Develop customer, supplier, and vendor relationships: Enhance manager relationships with key contacts by providing superior service and operation excellence. Implement effective and…
Added 6 mins ago
A
Plant Manager
Aliaxis
CA - Invader - Plant (FAB)
- Full-time
We currently have an exciting opportunity as a Plant Manager. This role is based in our Plant (Fabrication) in Mississauga, Ontario and reports to the Director of Manufacturing.

BMO

Client Service Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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Job details

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Nov 16, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 13, 2026

Original job description

Application Deadline:

11/15/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive additional monthly discretionary bonus. The overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: .5X

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Client Service Assistant provides administrative support to Investment Advisors and manages day-to-day client requests, including money movement and account maintenance. They also coordinate marketing activities and ensure all branch operations comply with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field. Possession of or ability to obtain Investment Representative licensing with CIRO is required.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Financial reporting
Database management
Risk management
Compliance
Communication skills
Organizational skills
Problem solving
Team collaboration
Investment products knowledge

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
BMO Nesbitt Burns
Investment Advisor
CIRO
Client Service
Account Transfers
Risk Management
Compliance
Financial Planning
Investment Products
Marketing
Administration
Portfolio Management
Trust Services
Data Management
Relationship Management

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Jobs in Canada